Adam
Stevens
Fifth Third Securities, Inc
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About this Advisor
Adam Stevens is a financial advisor working in Newburgh, Indiana with 4 years of relevant experience. Stevens is an employee of Fifth Third Securities, Inc. During their career, Stevens has held roles at Fifth Third, Iu - Student, Spencer'S and Fifth Third Securities. Stevens maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana. Fifth Third Securities, Inc is a financial advisory firm that has its headquarters in Cincinnati, OH. The investment advisory business has offices in 1,117 locations and a total of 1,205 people on staff. It manages $7 billion in assets between its 41,519 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 41,519 accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types charged by Fifth Third Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fifth Third Securities, Inc Brokerage Details
$7,311,047,248
1,205
41,519
$176,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Adam Stevens Work History
Adam has been registered as a financial advisor for 4 years.*
Fifth Third Securities
Fifth Third
Iu - Student
Spencer'S
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Stevens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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